See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,538 | $109,881-41.3% | $150,045-57.0% | $84,808-23.9% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 23.67% | 28.25%-4.6pp | 62.55%-38.9pp | 40.90%-17.2pp |
| Employer contribution / active EE | $6,026 | $3,561+69.2% | $4,693+28.4% | $2,631+129.0% |
| Participant deferral / active EE | $11,157 | $6,636+68.1% | $7,997+39.5% | $4,212+164.9% |
| Admin fee / account holder | $1,303 | $8,568-84.8% | $13,435-90.3% | $7,344-82.3% |